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Atria Wealth Solutions, Inc.: GLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Atria Wealth Solutions, Inc. on GLD, newest first. How the timeline and the estimate are built.

Atria Wealth Solutions, Inc. held 61,297 GLD shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 61,297 shares
    Change vs previous 13F -88,202 shares

    0.42% of the 13F portfolio, value $18,724,149.

    13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 149,499 shares
    Change vs previous 13F +1,653 shares

    0.52% of the 13F portfolio, value $43,076,376.

    13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 147,846 shares
    Change vs previous 13F -47,538 shares

    0.39% of the 13F portfolio, value $35,797,755.

    13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 195,384 shares
    Change vs previous 13F +16,200 shares

    0.52% of the 13F portfolio, value $47,489,997.

    13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 179,184 shares
    Change vs previous 13F +46,146 shares

    0.43% of the 13F portfolio, value $38,526,384.

    13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 133,038 shares
    Change vs previous 13F -2,954 shares

    0.31% of the 13F portfolio, value $27,368,460.

    13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 135,992 shares
    Change vs previous 13F +21,041 shares

    0.33% of the 13F portfolio, value $25,997,602.

    13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 114,951 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $19,708,386.

    13F-HR 0001420506-23-001936 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).